Hobbs Group Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Hobbs Group Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$209K	Buy	6,588 +35	+0.5%	+$1.11K	0.06%	159
2026 Q1	$201K	Buy	+6,553	New	+$199K	0.06%	157
2025 Q4	–	Sell	-8,260	Closed	-$226K	–	177
2025 Q3	$226K	Sell	8,260 -15,966	-66%	-$436K	0.07%	150
2025 Q2	$642K	Sell	24,226 -58,429	-71%	-$1.53M	0.22%	80
2025 Q1	$2.31M	Buy	+82,655	New	+$2.3M	0.88%	21
2024 Q4	–	Sell	-2,427	Closed	-$68.4K	–	518
2024 Q3	$68.4K	Buy	+2,427	New	+$66.1K	0.02%	222

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Hobbs Group Advisors's SCHD Position: Q2 2026 in Review

Hobbs Group Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.53% in Q2 2026, buying an estimated $1.11K and bringing the position to 6,588 shares worth $209K. The position accounts for 0.06% of the portfolio, ranked #159.

Hobbs Group Advisors first reported a position in SCHD in Q3 2024 and has held it in 6 quarters since. The position peaked at $2.31M in Q1 2025. 2,144 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Hobbs Group Advisors held 6,588 shares of Schwab US Dividend Equity ETF worth $209K as of Q2 2026.
Hobbs Group Advisors bought 35 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.11K.
Schwab US Dividend Equity ETF made up 0.06% of Hobbs Group Advisors's portfolio in Q2 2026, its #159 holding.
Hobbs Group Advisors first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 6 quarters since.
Hobbs Group Advisors's Schwab US Dividend Equity ETF position peaked at $2.31M in Q1 2025.
2,144 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Hobbs Group Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.